What are the responsibilities and job description for the Lead Financial Consultant position at Nusenda Brand?
Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.
As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!
Thank you for your interest in joining the Nusenda team!
We are currently seeking a Full-Time Lead Financial Consultant to join our Lobo Landing Branch who can work 37-40 hours per week, with open availability Monday-Friday.
As a Lead Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate, and fulfill members’ financial needs. Refer members to Business Services, Mortgage, Home Equity Lending, Investment Services, and other internal departments, as needed. Serves as a resource for technical and day-to-day operational assistance to include problem resolution and mentoring, training, and providing feedback to peers. Must be adaptable and able to demonstrate expert knowledge regarding all functions and processes of both Teller and Platform operations. May be responsible for opening/closing the branch in the absence of management, and handling member escalations.
What you’ll do:
- Assist members with their financial needs through a consultative needs-based approach.
- Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services.
- Refer members to specialized departments, as needed.
- Operates as a Teller as needed and handles problem resolution within authority level.
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Processes transactions in accordance with established policies, procedures, laws, and regulations with a high degree of accuracy.
- Assists with training, coaching, and development of new and existing team members.
- May assist in the daily operations of the branch including opening/closing the branch in the absence of management, and handling member escalations.
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Supports Branch leadership in leading huddles, sales meetings, kickoffs and resolving member escalations.
What you’ll need:
- Five to eight years of similar or related experience
- Associates degree in Business Administration, or related field.
Key skills and experience:
- Expert knowledge of Teller and Platform operations.
- Exceptional member service ability.
- Accuracy in numbers procedural detail, processing and balancing negotiable instruments.
- Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
- Effectively communicate with internal and external customers appropriately via in person, email, etc.
- Experience in multi-tasking, meeting strict deadlines, dealing with sensitive information, and problem resolution while providing exceptional service
Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.